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UnitedHealth

3,118 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 272 funds opening new positions, 1,268 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,118
Holders Change
-437
Holders Change %
-12.29%
% of All Funds
41.79%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
272
Increased
1,268
Reduced
1,408
Closed
644
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B
Name Holding Trade Value Shares
Change
Shares
Change %
WBCM
1851
Wilson & Boucher Capital Management
California
$845K +$58K +186 +7%
PWM
1852
Paulson Wealth Management
Illinois
$845K -$130K -418 -13%
WI
1853
WBI Investments
New Jersey
$845K +$657K +2,105 +349%
ACGA
1854
Atlanta Consulting Group Advisors
Georgia
$845K
M
1855
MATAURO
New York
$843K +$530K +1,700 +169%
FFP
1856
FourThought Financial Partners
Florida
$842K -$4.83M -15,493 -85%
BTD
1857
BankPlus Trust Department
Mississippi
$840K -$89.5K -287 -10%
OHWA
1858
Oak Hill Wealth Advisors
Virginia
$840K +$923 +3 +0.1%
BAMG
1859
Brand Asset Management Group
Missouri
$838K -$20.9K -67 -2%
SCI
1860
Stableford Capital II
Arizona
$836K -$353K -1,256 -30%
MSE
1861
MUFG Securities EMEA
United Kingdom
$836K -$2.59M -8,318 -76%
CF
1862
Copperwynd Financial
Arizona
$836K +$128K +410 +18%
TF
1863
TLWM Financial
Texas
$835K -$18.4K -59 -2%
BI
1864
Bradyco Inc
Massachusetts
$834K
XF
1865
XML Financial
Maryland
$832K -$71.1K -228 -8%
MAG
1866
MRA Advisory Group
New Jersey
$831K -$142K -456 -15%
CB
1867
Cadence Bank
Mississippi
$826K +$9.67K +31 +1%
BFG
1868
Beacon Financial Group
Texas
$826K +$17.2K +55 +2%
RIM
1869
Redwood Investment Management
Arizona
$825K -$238K -762 -22%
TAM
1870
Todd Asset Management
Kentucky
$824K -$13.7M -43,976 -94%
IF
1871
Intrua Financial
Texas
$823K +$194K +622 +31%
TM
1872
TigerOak Management
New Mexico
$821K -$620K -1,988 -43%
PWM
1873
Prentice Wealth Management
New York
$820K +$38.1K +122 +5%
RCA
1874
Resonant Capital Advisors
Wisconsin
$820K -$114K -367 -12%
FA
1875
Faithward Advisors
Pennsylvania
$819K -$25.9K -83 -3%